Consolidated Wealth View
One secure view of your wealth, across banks, assets, and structures
Spheric Capital provides multi-generational families and institutional clients with a single, secure view of portfolios held across custodians, jurisdictions, vehicles, and underlying strategies. We aggregate public and private holdings into a coherent dashboard and reporting framework—so exposures, liquidity, concentrations, commitments, and performance can be understood in one place, with consistency and control.
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This is not “reporting for reporting’s sake.” It is an operating system for better decisions.
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A consolidated wealth view strengthens governance: clearer asset-allocation choices, tighter risk oversight, and more disciplined coordination between liquid and illiquid assets. It also improves accountability across external managers and providers, enabling clients to evaluate decisions through a unified lens—independently, responsibly, and with institutional rigor.
Performance & Risk Analytics
From reporting to decision support
We believe analytics should answer practical questions:
What is driving risk-adjusted performance?
Where are the hidden portfolios concentrations?
How does the portfolio behave under stress conditions?
What risks are being compensated, and which are not?
Our analytics framework includes performance attribution, exposure diagnostics, stress testing, and scenario analysis, so portfolio decisions are anchored in evidence, not intuition. This is particularly important in environments of higher dispersion, higher concentration, and shifting cross-asset correlations.
Structured Solutions Lab
Bespoke structuring with transparency and discipline
Structured solutions can be valuable tools when used responsibly, particularly for income generation, risk shaping, and targeted exposures. Our structured product workflow supports customization, pricing comparisons, and risk evaluation across issuers, with the objective of improving transparency and execution efficiency.
We focus on:
Clear payoff logic and documented investment rationale
Multi-issuer comparison and competitive pricing checks
Structure-aware risk analysis (barriers, autocalls, correlations)
Alignment with the client’s broader risk budget and liquidity profile.